KB Financial Partners’s McCormick & Company Non-Voting MKC Stock Holding History

KB Financial Partners’s Portfolio MKC Stock Details MKC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$39K	Sell	521 -73	-12%	-$6.1K	0.01%	281
2023 Q2	$52K	Hold	594	–	–	0.01%	263
2023 Q1	$49K	Buy	594 +30	+5%	+$2.29K	0.01%	262
2022 Q4	$47K	Buy	564 +44	+8%	+$3.55K	0.02%	265
2022 Q3	$37K	Hold	520	–	–	0.01%	272
2022 Q2	$43K	Hold	520	–	–	0.01%	261
2022 Q1	$52K	Sell	520 -121	-19%	-$11.8K	0.01%	268
2021 Q4	$62K	Buy	+641	New	+$54.6K	0.02%	272
2021 Q3	–	Sell	-654	Closed	-$58K	–	408
2021 Q2	$58K	Sell	654 -80	-11%	-$7.13K	0.02%	246
2021 Q1	$65K	Buy	+734	New	+$65.3K	0.03%	243

Other funds holding MKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FIS

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

KB Financial Partners's MKC Position: Q3 2023 in Review

KB Financial Partners reduced its McCormick & Company Non-Voting (MKC) stake by 12% in Q3 2023, selling an estimated $6.1K and leaving 521 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #281.

KB Financial Partners first reported a position in MKC in Q1 2021 and has held it in 10 quarters since. The position peaked at $65K in Q1 2021. 932 funds tracked by Wall St. Rank hold MKC as of Q3 2023.

KB Financial Partners held 521 shares of McCormick & Company Non-Voting worth $39K as of Q3 2023.
KB Financial Partners sold 73 McCormick & Company Non-Voting shares in Q3 2023, an estimated $6.1K.
McCormick & Company Non-Voting made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #281 holding.
KB Financial Partners first reported a position in McCormick & Company Non-Voting in Q1 2021 and has held it in 10 quarters since.
KB Financial Partners's McCormick & Company Non-Voting position peaked at $65K in Q1 2021.
932 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.